Welcome to our dedicated page for WELLTOWER SEC filings (Ticker: WELL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Welltower Inc. SEC filings document the public-company record for a NYSE-listed health care real estate owner and its operating subsidiary, Welltower OP LLC. The disclosures cover operating results and supplemental information for senior housing and wellness housing communities, funds from operations, same-store net operating income and other portfolio metrics tied to the company’s real estate platform.
Material-event filings describe credit agreements, unsecured revolving facilities, shelf registration activity, resale and OP unit share issuance, at-the-market equity programs and NYSE-registered common stock and note guarantees. Proxy materials cover board matters, executive compensation programs and shareholder voting, while governance disclosures frame the company’s capital structure and operating model.
Welltower Inc. director Kenneth J. Bacon converted operating partnership units into common stock in a routine equity event. On May 1, 2026, 2,627 OP Units were exchanged for the same number of Welltower common shares at a stated price of $0.00 per share, reflecting a non-cash derivative conversion.
Following the transaction, Bacon directly held 14,306 shares of Welltower common stock. He also continued to hold 3,591 OP Units, which are described as exchangeable into common shares or their cash equivalent under prior award terms. No open-market buying or selling was reported in this filing.
Welltower Inc. director and CEO Shankh Mitra reported a non-market transfer of shares. On April 30, 2025, he made a bona fide gift of 700 shares of Common Stock at a stated price of $0.00 per share, leaving 76,639 shares held directly.
The filing also lists 62 shares of Common Stock held indirectly by children who share his household. A footnote states that Mitra disclaims beneficial ownership of these indirectly held shares for Section 16 and other purposes.
Welltower Inc reported a Schedule 13G filing by Vanguard Capital Management stating it beneficially owns 52,720,335 shares of Welltower common stock, representing 7.55% of the class. The filing shows Vanguard has sole dispositive power over 52,720,335 shares and sole voting power for 7,367,901 shares. The filing is signed by Ashley Grim as Head of Global Fund Administration.
Welltower Inc reported that Vanguard Portfolio Management beneficially owned 41,946,928 shares of Welltower common stock, equal to 6.01% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over those shares and sole voting power for 83,879 shares; ownership is exercised through Vanguard Portfolio Management LLC and specified affiliates.
Welltower Inc. filed an 8-K describing two prospectus supplements tied to its automatic shelf registration statement. One supplement registers the offer and resale by a selling stockholder of up to 138,740 shares of common stock issued as part of a recent property acquisition.
The other supplement covers up to 176,172 shares of common stock that may be issued if holders of Class A common units of Welltower OP LLC redeem those units. The filing also adds Gibson, Dunn & Crutcher LLP legal and tax opinions as exhibits to the registration statement.
Welltower Inc. registered 138,740 shares of common stock for resale by a selling stockholder. The shares will be issued to the selling stockholder upon exchange of securities issued as consideration in a recent property acquisition. The company will not receive any proceeds from sales of these shares. The prospectus supplement names Amica Unionville Partnership as the selling stockholder and states the shares may be sold from time to time in one or more transactions, including block trades, broker-dealer transactions or Rule 144 sales. The supplement quotes a NYSE last-sale price of $214.23 per share as of April 28, 2026 and discloses 705,914,450 shares outstanding as of April 24, 2026.
Welltower Inc. registers 176,172 shares of common stock to be issuable from time to time in exchange for Class A common units of Welltower OP LLC, pursuant to contractual registration obligations. The registration is to satisfy those contractual rights; issuance occurs only if holders present Class A Units for redemption.
The company will receive no cash proceeds from any issuance and instead will acquire Class A Units in exchange for delivered shares. The prospectus supplement cites a last reported NYSE sale price of $214.23 per share as of April 28, 2026. As of March 20, 2025, Welltower reported 648,417,266 shares outstanding.
Welltower Inc. reported sharply higher quarterly results, driven by portfolio growth and asset sales. For the three months ended March 31, 2026, total revenues rose to $3,351,926,000 from $2,423,087,000, led by resident fees and services of $2,780,931,000.
Net income reached $752,324,000 versus $257,266,000 a year earlier, helped by a $420,400,000 gain on real estate dispositions and acquisitions. Diluted EPS attributable to common stockholders was $1.02, compared with $0.40. Operating cash flow was $670,011,000, while the company invested $1,484,553,000 in real property and advanced $1,382,728,000 on loans.
Welltower continued to reshape its portfolio, closing additional tranches of a $7.2 billion Outpatient Medical disposition and integrating large 2025 acquisitions of Barchester and HC-One, which contributed $238,782,000 and $289,149,000 of revenue, respectively. The company also issued common stock, generating net proceeds of $1,544,848,000, and paid common dividends of $0.74 per share, totaling $520,347,000. As of April 24, 2026, Welltower had 705,914,450 shares of common stock outstanding.
Welltower Inc. reported strong first quarter 2026 results, with net income attributable to common stockholders of $728.7 million, or $1.02 per diluted share. Normalized FFO attributable to common stockholders rose to $1.47 per diluted share, a 23% year-over-year increase, supported by 16.4% total same store NOI growth and 22.1% growth in its Seniors Housing Operating portfolio.
The company executed $3.3 billion of pro rata gross investments in the quarter and has $10.5 billion of investment activity closed or under contract year-to-date, while completing $2.8 billion of pro rata dispositions and loan repayments. Net debt to Adjusted EBITDA was 2.73x as of March 31, 2026, with approximately $11.1 billion of available liquidity, and the board declared a $0.74 per share quarterly dividend.
Guidance for 2026 was raised, with net income per diluted share now expected between $3.24 and $3.38 and normalized FFO per diluted share between $6.21 and $6.35. Management expects blended same store NOI growth of 12.25% to 16.00% for the year, led by double-digit growth in Seniors Housing Operating assets.